Banking Mergers & Acquisitions

Navigate around the challenges. Accelerate the value. Manage the risk.

Experience makes a difference

A merger, acquisition, or divestiture may be the key to future success and differentiation for your institution as a buyer or seller. But before the benefits are realized, there will be some very real challenges: deal strategy, diligence, integration planning, execution, regulatory review and—ultimately—optimal performance. We can help.

Our team has assisted with more than 1,300 deals of all types—from strategy and due diligence to post-close integration management and beyond. We also have delivered several dozen M&A projects from sell-side readiness and buy-side diligence through optimization.

Are you ready to buy or sell?

Savvy banks know there is important work to do before any third parties enter the picture and negotiations begin. We get you ready by providing:

M&A readiness assessment

Sell-side readiness assessment

M&A playbook development

Do you know what you’re buying?

Proper due diligence is critical, but time is limited.
Your diligence should highlight areas with the
greatest potential for return (or problems)—
and include the right questions. We assist with
areas such as:

IT diligence

Regulatory filing assistance

Integration diligence

Operations diligence

You’re ready to buy (or sell). But
are you ready to integrate (or divest)?

Often, diligence, analysis, and negotiation take
priority over planning. In fact, thoughtful planning
should happen alongside diligence. We assist with: